| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC (GA) | PO BOX 8299 PASADENA, CA 911098299 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | — | $32K | $32K | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | SUN LIFE ASSURANCE COMPANY OF CANADA | $374K | — | $374K | 10.00% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 | 1125 SANCTUARY PKWY STE 300 ALPHARETTA, GA 30009 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $225K | $225K | 6.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Float revenue; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $221.7M |
| BCBS HEALTHCARE PLAN OF GEORGIA EIN 58-1638390 CONTRACT ADMINISTRATOR | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services; Claims processing Service code 12 | — | $3.6M |
| LINCOLN NATIONAL LIFE INSURANCE CO EIN 35-0472300 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $100K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 9,028 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,067 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNIVERSITY HEALTH ALLIANCE | 10,892 | $1.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 6,599 | $4.6M |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 6,599 | $4.6M |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 9,268 | $3.3M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 7,524 | $1.2M |
| Prescription drug(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 138 | $1.2M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 7,135 | $3.7M |
| Other(2 contracts, 2 carriers) | CORPCARE ASSOCIATES, INC. | 9,686 | $338K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,892 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.